Investment Objective

• The objective of the fund is to achieve capital appreciation within defined risk diversification rules by engaging in active fixed income sector rotation, from government bonds to different credit asset classes across the quality spectrum, to capture investment opportunities based on the development of the business cycle.
• The fund seeks to take advantage of raising or falling interest rates as well as widening or tightening credit spreads
• Well diversified global fixed income portfolio hedged in USD/EUR/CHF
• Customized Benchmark1(70% Barclays Global Agg, 5% Barclays Global High Yield, 10% Barclays Global EM, 15% Barclays Global Inflation Linked)
• UCITS III Fund with daily liquidity

Fund Details

• Prices
• Publications
• Full Holdings (PDF)
• Portfolio Statistics

Key Facts